Member Info for Pdub

Thanks Paludina.

Remember that Nitrovan carries a premium price to regular FeV

About 450 mtV delivered in first two months of Q2.

Smart management targeting the highest priced markets, just as they said they would.

China prices flat again. May indicate recent decline about to reverse which could be important for Bushveld’s other Asian markets.

TB not another idiot resorting to personal attack. If you have something intelligent to say about BMN please surprise everyone.

Otherwise you are just another troll / bulletin board warrior hiding behind your keyboard. Run along and play child.

Filtered.

Looks possible despite some very hard work by the team of naysayers this morning.

Currently 3.45 / 3.50.

Completely wrong TrevorBrooking. Best not to try to tell other people what they think. If you read my post carefully I said “ . Some of us have a very realistic understanding of global challenges presented recently but being more focussed on the operational progress of the company like what they see and understand what long term potential this gives. …”

Some being the key word ie not everybody !!!!

I then referred specifically to “any long term investor”. Not once did I suggest my way is the only way. Please do not misrepresent what I said. My post clearly referred to a specific set of long term investors who may focus on operational progress rather than the usual share price discussions.

If you wish to disagree with my opinions or challenge any facts then great but DO NOT rewrite what I said.

I have no issue with people posting their honest opinion, which I ALWAYS try to do.

Why would anyone be positive at this stage? Cindercone you clearly don’t understand what people post.

Not everyone is addicted to the share price. Some of us have a very realistic understanding of global challenges presented recently but being more focussed on the operational progress of the company like what they see and understand what long term potential this gives.

Any long term investor should surely be looking for that potential return through growth of the business. That takes time but is exactly what BMN are doing … growing the business. And for some, myself included, that is what we are looking for. More importantly it is what they said they would do.

The share price is of course hugely frustrating but the BMN journey is not yet over. Look at the share price when it is.

And get over your obsession with Fortune.

Afritin share price as I recall went down after listing.

Battery storage discussing with clients and testing quality. Won’t be contracts until plant commissioned.

Capital investment was in production. Last year record year. This year likely to be beaten again.

Zero institutional investors. Orion just agreed for a start and at premium to current price.

Share price poor. Yes

One correct but sorry you failed again. However I will give you B for effort HMHG. Next time revise a bit more first. Now back to your classroom.

Just checked again. No one called Pub on members list. You seem confused.

The Orion loan enabled BMN to upgrade Vametco and Vanchem. That is why BMN are in such a strong position to benefit from the much anticipated growth in Vanadium for VRFBs.

Without the investment BMN would not be able to stabilise and expand production. In fact Vanchem would be in serious trouble with the issues that Kiln 1.

The BoD did what they had to do to guarantee the successful future of the business. I believe over the next year or so shareholders will benefit from that.

Just my opinion DYOR

Exactly right HarChris.

He has a challenging job running a commodity business located at several sites employing 800 people and trading across all global markets. All that plus growing and diversifying the company whilst working with a volatile vanadium price market.

Yet still they are delivering on targets. Good to see.

And with BMN very well placed to benefit from the expected sharp growth in demand from VRFB companies the next couple of years look very good for BMN.

The share price nonsense will no doubt pass and a much higher valuation will come as projects are completed and profits become visible to the wider market.

An upturn in th mining sector would be a big help too

Haha. Come jelly don’t try to impress me with the big I AM. Not interested. I judge your posts solely on what you write, not who you think you are.

Hope that helps.

But original positive analysis got lost in a sea of silly trader talk.

From Mikhail’s post (thanks Brasi for posting the link):

“According to the forecast of professional institutions, the installed capacity of vanadium batteries is expected to reach 8.6 to 12.9 GWh in 2025, requiring more than 100,000 tons of vanadium resources. The potential market demand has increased significantly, …”

That raises an interesting problem. In 2021 total global vanadium production was 119,000 mtV, up just 3,000 mtV from the previous year. Where is all this extra Vanadium going to come from?

Most of China’s output is coproduction from steel industry. Difficult to independently raise output.

Russia is blacklisted.

That more or less leaves 4 primary production plants, two of which are owned by … BUSHVELD MINERALS !! Vanchem is expected to increase production but nothing like enough to meet more than a small proportion of the increased demand. Largo apparently have forecast falling production this year (DYOR on that).

What about new plant? No doubt this will come …. over time. IF the wannabe producers can raise the HUGE Investment needed to open a new mine and/or processing plant, can get in place all permissions and planning consents (and we know how long that can take) and then the time required to build a large industrial plant and/or mine plus all infrastructure, complete commissioning and iron out problems (again we should all understand those issues!)

So the anticipated shortfall in supply vs demand looks like it will be larger than I (and I suspect many others reading this) considered likely.

I will leave it to you all to work out what the shortfall in global V supply is likely to do to Vanadium prices in 2023 to 2025 just as BMN have completed their upgrades to Vametco and Vanchem and will bring the new electrolyte plant online. Not to mention the value of their investment in Enerox.

Today’s share price is crazy low. Given what is about to happen in the VRFB and vanadium market BMN looks to have placed itself in the right place at the right time as this new green energy market explodes into life.

I will leave it to the reader to consider what this is likely to do to profits and share price over the next year or two.

Just my opinion. As always DYOR if thinking of investing in BMN.

UKSteveg you cannot rule out shorting. 6 million shares is less than 0.5%. On low liquidity one or more participants can do a lot of damage without ever showing up.

I don’t buy pi’s causing this. They would be selling at huge losses in some cases. Given future prospects here it makes far better sense to ride this out.

Some may have to sell but that is very unlikely to produce the volume to cause this.

Jelly you have not understood what I wrote.

I am not blaming AIM for whatever nonsense is driving this crazy and completely unrealistic share price.

However on a proper exchange those activities and large price responses on very low turnover just would not happen. So in that sense AIM is the issue because of the way it works.

Would you honestly expect a company on the FTSE main market to drop 4% or more in 2 1/2 hours on tiny volume? Of course you wouldn’t.

Hope that helps you.

Who cares UKSteveg.

At this price BMN is beginning to look like an incredible bargain in my opinion, given the very strong operational progress and the likely rising V price in the medium to long term.

The share price fall on tiny volumes clearly indicates nothing wrong with the company but huge question mark over AIM as a proper exchange.

I expect a strong bounce at some point and going into H2 with a line up of good news then a rising V price could cause that sooner than some might think.

Just my opinion. DYOR

There has been a small pull back in V prices over the last few days as reported by AsianMetals.

I note that today FeV and V2O5 prices are largely flat. Perhaps this correction is coming to an end and prices will start rising again. Could be an interesting watch over the next couple of weeks.

From Mikhail’s post (thanks Brasi for posting the link):

“According to the forecast of professional institutions, the installed capacity of vanadium batteries is expected to reach 8.6 to 12.9 GWh in 2025, requiring more than 100,000 tons of vanadium resources. The potential market demand has increased significantly, …”

That raises an interesting problem. In 2021 total global vanadium production was 119,000 mtV, up just 3,000 mtV from the previous year. Where is all this extra Vanadium going to come from?

Most of China’s output is coproduction from steel industry. Difficult to independently raise output.

Russia is blacklisted.

That more or less leaves 4 primary production plants, two of which are owned by … BUSHVELD MINERALS !! Vanchem is expected to increase production but nothing like enough to meet more than a small proportion of the increased demand. Largo apparently have forecast falling production this year (DYOR on that).

What about new plant? No doubt this will come …. over time. IF the wannabe producers can raise the HUGE Investment needed to open a new mine and/or processing plant, can get in place all permissions and planning consents (and we know how long that can take) and then the time required to build a large industrial plant and/or mine plus all infrastructure, complete commissioning and iron out problems (again we should all understand those issues!)

So the anticipated shortfall in supply vs demand looks like it will be larger than I (and I suspect many others reading this) considered likely.

I will leave it to you all to work out what the shortfall in global V supply is likely to do to Vanadium prices in 2023 to 2025 just as BMN have completed their upgrades to Vametco and Vanchem and will bring the new electrolyte plant online. Not to mention the value of their investment in Enerox.

Today’s share price is crazy low. Given what is about to happen in the VRFB and vanadium market BMN looks to have placed itself in the right place at the right time as this new green energy market explodes into life.

I will leave it to the reader to consider what this is likely to do to profits and share price over the next year or two.

Just my opinion. As always DYOR if thinking of investing in BMN.

SuffolkandWatt you must have inside info. I don’t know who is selling/trading/shorting and I am not particularly interested.

My focus is on the company activity.

You are more focused on the share price so perhaps you can explain. However the same is happening to many other miners so perhaps you should be taking note of troajan’s comments earlier about the sector as a whole. You might learn something

Now unless you think my comments about significant operational progress are incorrect ( with evidence of course) then please don’t waste my time.

Sorry checked on members. No one called Pub here. You must be confused.

Really HMHG. Which posters are you accusing of being on the payroll?